Top 10 financial advisors in Bloomfield Hills, MI
We've curated a list of the best financial advisors in Bloomfield Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $12,103,858,871 Number of advisors 15 advisors | |||
| 2 | Assets under management $2,853,254,809 Number of advisors 22 advisors | |||
| 3 | Assets under management $1,564,181,995 Number of advisors 93 advisors | |||
| 4 | Assets under management $1,232,839,913 Number of advisors 10 advisors | |||
| 5 | Assets under management $735,613,415 Number of advisors 12 advisors | |||
| 6 | Assets under management $676,302,366 Number of advisors 7 advisors | |||
| 7 | Assets under management $554,548,498 Number of advisors 13 advisors | |||
| 8 | Assets under management $384,731,337 Number of advisors 9 advisors | |||
| 9 | Assets under management $342,512,867 Number of advisors 27 advisors | |||
| 10 | Assets under management $277,422,220 Number of advisors 10 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Bloomfield Hills, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Yousif Capital Management, LLC
Yousif Capital Management, LLC (YCM) is a Michigan-based investment advisory firm founded in January 2021 by Kevin K. Yousif, CFA. YCM specializes in rule-based and model-driven investment strategies, focusing on equities, fixed income securities, and ETF products tailored to meet clients' investment objectives and risk tolerance. The firm offers discretionary advisory services to various clients, including corporations, municipalities, faith-based organizations, and individuals through separately managed accounts. YCM also acts as a sub-advisor to other investment advisors, providing investment management services through sub-advisory agreements. YCM charges an annual management fee ranging from 0.08% to 0.35%, with a minimum annual fee of $10,000, which is negotiable based on specific investment mandates and account complexities. The firm manages regulatory assets under management of $13,980,856,258 as of December 31, 2024, on a discretionary basis. YCM does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. The firm does not have any disciplinary events to disclose and maintains a Code of Ethics to ensure compliance with regulatory requirements and ethical standards. YCM provides detailed information on its investment strategies, risk factors, brokerage practices, custody of client funds, proxy voting procedures, and financial stability. Clients receive regular account reviews and statements from custodians, ensuring transparency and accountability in the firm's operations. YCM's financial information indicates a sound financial condition without any impairments affecting its ability to fulfill client commitments.
$12,103,858,871 under management
15 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Azimuth Capital Management
Azimuth Capital Management is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $2,853,254,809 of assets under management and employs about 22 people. Azimuth Capital Management uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates ftcs and frs.
$2,853,254,809 under management
22 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES FTCS AND FRS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Credit, Cash Management, And Insurance Solutions
Flexible Plan Investments Ltd
Flexible Plan Investments Ltd is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $1,564,181,995 of assets under management and employs about 93 people. Flexible Plan Investments Ltd uses a fee structure of a percentage of assets under your management and subscription fees annuity price center.
$1,564,181,995 under management
93 advisors
Fee structure
A percentage of assets under your management
SUBSCRIPTION FEES ANNUITY PRICE CENTER
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Security Ratings Or Pricing Services
Diversified Portfolios, Inc.
Diversified Portfolios, Inc. is a Michigan corporation established in 1993, offering personalized discretionary investment management services based on clients' goals, objectives, and risk tolerance. The firm focuses on broad diversification and long-term asset allocation among equities, fixed income, and cash. Acting as a fiduciary, they manage accounts on a discretionary basis, selecting securities without specific client consent. Clients can set restrictions on investments in writing. The firm also provides additional discretionary advice for retirement accounts for an extra fee. They may recommend working with other professionals for wealth management issues. Diversified Portfolios, Inc. charges fees based on a tiered schedule linked to the market value of assets under management. They do not charge performance-based fees and cater to various client types, including individuals, high net-worth individuals, and organizations. The firm's investment strategies focus on asset allocation, diversification, and long-term commitment. They use low-cost index funds and occasionally individual securities. Diversified Portfolios, Inc. does not have custody of client assets and uses Charles Schwab & Co., Inc. as a custodian. The firm does not engage in directed brokerage or soft dollar arrangements. Clients receive quarterly reports and have the option to review and vote on proxies for their securities. The firm has no disciplinary events to disclose and offers a detailed breakdown of their financial information and fee structure. Clients can request the full Brochure and supplements from the Chief Compliance Officer.
$1,232,839,913 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Lsia
LS Investment Advisors, LLC (LSIA) was established in October 2008 as a spin-off from a large institutional investment advisory firm. The firm manages over $916 million in assets under management as of December 31, 2024, all on a discretionary basis. LSIA specializes in helping individuals/families and institutions achieve their financial goals through a holistic approach to wealth management. The firm's investment services include financial planning, customized investment strategies, and portfolio management focusing on U.S.-traded equity and fixed income investments. LSIA offers portfolio management services to high net worth individuals/families, trusts, estates, and institutional investors without a minimum account size requirement, subject to a minimum annual fee structure. The firm charges an advisory fee based on a percentage of assets under management, with fees negotiable and subject to a tiered schedule. LSIA acts as a fiduciary, providing investment discretion to clients and allowing for client-directed investment restrictions. The firm utilizes fundamental analysis for equity and fixed income investments, with a focus on financial statements, company fundamentals, and market trends. LSIA's investment strategy includes a mix of direct investments in stocks and bonds, as well as mutual funds and ETFs for diversification. The firm does not charge performance-based fees and offers services to a range of clients, including high net worth individuals, families, and institutional investors. LSIA does not have any disciplinary events to disclose and does not maintain custody of client assets. The firm's employees may receive compensation based on net new assets under management, but LSIA has no formal third-party compensation arrangements. LSIA has policies and procedures in place to ensure compliance with regulatory requirements, including proxy voting and personal trading restrictions. Clients receive quarterly reports summarizing account performance and transactions.
$735,613,415 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Cranbrook Wealth Management, LLC
Cranbrook Wealth Management, LLC is a registered investment adviser established in May 2004 and approved by the Securities and Exchange Commission in February 2006. The firm offers financial planning and investment management services, with financial planning included at no extra charge for investment management clients. Investment management is provided through a Discretionary Investment Management Agreement, tailored to individual risk tolerance and objectives. The firm utilizes Fidelity Brokerage Services, LLC as the custodian for managed accounts. Investment strategies include long-term and short-term purchases of various securities, mutual funds, and exchange-traded funds. Clients may also access tax-advantaged strategies through separately managed accounts. Cranbrook Wealth Management does not charge performance-based fees and serves a range of clients, including individuals, pension plans, and corporations. The firm's investment philosophy focuses on rebalancing portfolios and offering diversified investment options. Clients receive regular account reviews and reports, and the firm does not have any disciplinary events to disclose. For more information, clients can contact the Chief Compliance Officer, Dominic DiGiacomo.
$676,302,366 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Northern Financial Advisors, Inc
Northern Financial Advisors, Inc. is an SEC-registered investment adviser established in 2002, based in Bloomfield Hills, MI. The firm offers fee-only investment advisory services to individuals and families, specializing in holistic financial planning, tax and estate planning, risk management, and retirement planning. Clients can opt for different service models: the Standard Retainer, Spark Retainer, or Asset Management Retainer. The Standard Retainer fee ranges from $6,000 to $55,000 annually, including financial counsel, investment management, and tax preparation services. The Spark Retainer fee is based on the client's financial situation, while the Asset Management Retainer fee is 1% of assets under management. NFA has discretionary authority for investment management, allowing them to execute trades without prior client approval. The firm utilizes Functional Asset Allocation™ for investment strategies, focusing on individual client needs and minimizing external risks. NFA does not accept performance-based fees and has no disciplinary actions. The firm does not vote client proxies and holds no financial conditions that may impair client obligations. NFA provides detailed information on fees, compensation, investment strategies, and client services in their brochure.
$554,548,498 under management
13 advisors
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Tax Prep
Lifecycle Financial Planners Inc.
Lifecycle Financial Planners, Inc. is a fee-only financial planning firm established in September 2017, based in Bloomfield Hills, Michigan. The firm specializes in providing comprehensive financial life planning and investment advisory services to individuals, families, small businesses, trusts, estates, and charitable organizations. They do not sell insurance or investment products and do not receive commissions or referral fees. The firm offers a holistic financial life planning process that includes services such as goal setting, retirement planning, estate planning, insurance review, and investment advisory services. They provide both discretionary and non-discretionary investment advisory services, tailored to meet each client's needs and objectives. Clients can engage in various types of retainer programs, including Financial Assessment, Comprehensive Open Retainer Engagements, and Limited Retainer Programs. Lifecycle Financial Planners charges fees directly to clients, with no minimum net worth or account size requirement. The firm's assets under management were $449,096,302 for discretionary amounts and $177,303,965 for non-discretionary amounts as of December 2024. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. Lifecycle Financial Planners follows a Code of Ethics and does not accept performance-based fees. The firm serves individuals, families, small businesses, trusts, estates, and charitable organizations, without imposing minimum account requirements. They utilize modern portfolio theory and Functional Asset Allocation in their investment strategies. Lifecycle Financial Planners does not have any disciplinary information, bankruptcy petitions, or financial conditions that impair their ability to meet client commitments.
$384,731,337 under management
9 advisors
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tax Preparation Services
Schwartz & Co.
Schwartz & Co. is an SEC registered investment adviser and broker/dealer founded in 1976 by Gregory J. Schwartz, Sr. The firm offers advisory and consulting services to various clients, including individuals, high net worth individuals, institutional retirement plans, trusts, estates, charitable organizations, and corporations. Services may be provided on a discretionary or non-discretionary basis, tailored to each client's needs and goals. Investment services include determining investment objectives, asset allocation, portfolio construction, and financial planning. The firm also provides fiduciary advisory services to retirement plans under ERISA. Schwartz & Co. does not charge performance-based fees and generally provides services to individuals with no minimum requirements. The firm's investment strategies include fundamental and cyclical analysis, focusing on long-term investments, short-term purchases, and diversification to minimize risk. Clients are periodically reviewed, and the firm does not vote proxies on behalf of clients. Schwartz & Co. does not participate in soft dollar arrangements and has no disciplinary events to disclose. The firm's financial statements are audited annually, and clients receive regular account statements from qualified custodians. Fees for advisory services are based on a percentage of assets under management and are negotiable, with a maximum annual fee of 1.5%. Clients may elect to be billed directly for fees or authorize direct debiting from their accounts. ADV Part 2A Firm Brochure 15 March 15, 2025
$342,512,867 under management
27 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Educational Seminars/workshops
Gainplan LLC
Gainplan LLC is a financial advisor firm based in Bloomfield Hills, MI, established in 2015. The firm offers asset management services, comprehensive portfolio management, business consulting services, and financial planning and consulting to individuals, families, and businesses. Gainplan LLC emphasizes continuous account supervision, tailoring investment strategies to meet specific client needs, and conducting regular reviews and rebalancing. The firm also provides retirement plan consulting services to employer plan sponsors, assisting in establishing investment policy statements, asset allocation, and participant education. For asset management, fees range up to 2.00% of assets under management, billed quarterly in advance. Comprehensive portfolio management fees vary based on assets under management. Business consulting services are charged on an hourly or flat fee basis, while financial planning and consulting fees are also hourly or flat-based. Retirement plan consulting fees are flat or based on a percentage of plan assets. Gainplan LLC does not accept performance-based fees and acts as a fiduciary, placing client interests first. The firm does not offer wrap fee programs and manages over $430 million on a discretionary basis as of December 31st, 2024. Gainplan LLC does not have custody of client funds, except for Standing Letters of Authorization, and provides investment discretion with client authorization. The firm votes client proxies when authorized and subscribes to a proxy monitor and voting agent service.
$277,422,220 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Bloomfield Hills, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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